Paul Devore
Paul Devore is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Encino, CA, with 54 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
6345 Balboa Blvd., Suite 290, Encino, CA, 91316
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1988Other Business ActivitiesSells Insurance
Paul is the CEO and shareholder of FMS Financial Partners, Inc., spending nearly full-time on registered rep activities, consulting, insurance, and investment advisory services. He also owns Pacific Insurance Management Corp. and is on the board of Partners Insurance, indicating involvement in the insurance industry.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
NFP Advisor Services, LLC
Fortis Investors, INC.Broker
Financial Network Investment CorporationBroker
Fms Securities, INC.Broker
Robert C. Lau and Company, INC.Broker
University Securities CorporationBroker
Pacific Equity Sales CompanyBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Gary Madvin, ChFCKestra Advisory Services, LLC
- Edward Rusowicz, CFPKestra Advisory Services, LLC
- Robert Pessell, CFPKestra Advisory Services, LLC
- Radfar Eliassi, ChFCState Farm Investment Management CORP.
- Muhammad Aziz, PFSInnovative Wealth Advisors LLC
- Amitha Harichandran, CFPMercer Global Advisors INC.